Fundamental Versus Cap Weighted Index Funds
Should you invest in fundamental index funds over cap-weighted? Fundamental funds aren't quite the revolution their proponents would have you believe.
Should you invest in fundamental index funds over cap-weighted? Fundamental funds aren't quite the revolution their proponents would have you believe.
You have to be rich to buy some investments, and they can help provide your portfolio with low inter-asset class correlation and higher returns. But do your due diligence.
Some people think investing "as a boglehead" isn't scaleable. I disagree, even if other options become available to the ultra-wealthy.
My Peer to Peer Loan investments continue to have great returns despite having plenty of defaults. The key is to automate the process to minimize the hassle factor.
The best employees don't need benefits, never get sick, and work 24/7/365. They even pay less in taxes than you do. Who are they? Your investments.
Why not just buy the same stocks Warren Buffett buys? Well, it turns out that isn't quite as smart a thing to do as it first seems. You're not Warren Buffett. Do what he recommends, rather than what he does.
Are you paying too much for financial advice? It isn't hard to learn to negotiate from a position of power to lower fees and stop giving money away.
Dave Ramsey continues to recommend commissioned salesmen as investment advisors and actively managed mutual funds, hurting his listeners.
I receive multiple requests a month to be somebody's financial advisor. I routinely turn those requests down for a number of reasons that I thought might make for an interesting post. I'm going to com...
Stop underperforming the market. You don't need to market time, pick individual stocks, hire an advisor, or pursue other risky behavior in order to boost investment returns.
[Editor's Note: This guest post is from John Lim, MD. He sent me this email: "I'm a radiologist practicing in Newport Beach, California in a group of about 30 radiologists. I had no prior financial b...
[Editor's Note: This is a guest post from Mark Zoril, AIF®, a reformed financial salesman who saw the light and now runs his own company designing flat-fee small business retirement plans. Although th...
Concerned about the effect of fees on your portfolio growth but also not willing to be a 100% Do-It-Yourselfer when it comes to investment management? A robo-advisor may be just what the doctor ordered. In this post, I review the various Roboadvisors on the market, along with their strengths and weaknesses so you can make a decision about whether this option is right for you.
I thought I would share two emails I received in a 24 hour period earlier this year. They are very similar to other emails I get multiple times a week and demonstrate very well why I believe paying co...
Once people know you're an "investing guy" you get to hear about all kinds of interesting opportunities. So when I walked into my shift recently, one of my partners handed me a book titled, "Smartest...